See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,585,733 | $172,111+821.3% | $150,298+955.1% | $137,256+1055.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.35% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,511 | $4,636-2.7% | $4,154+8.6% | $4,156+8.5% |
| Participant deferral / active EE | $8,652 | $6,166+40.3% | $5,453+58.7% | $6,407+35.1% |
| Admin fee / account holder | $7,333 | $16,471-55.5% | $14,116-48.0% | $12,270-40.2% |